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C••••••••• J••••• W•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

C••••••••• J••••• W•••

Advisor at W••• W••••• G••••• L••

CHARLESTOWN, MA

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Search this name across graphsid dfx:ria:9bf25d04-f3fc-164c-92a6-4f6ddbc1c2e3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 23, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: W••• W••••• G••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 8, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••• W••••• G••••• L••	State registered	Feb 9, 2024	n/a	yes	CHARLESTOWN, MA	Current employment
O• I••••••••• M••••••••• C•	Bd affiliated wealth	Jan 14, 2020	Jul 27, 2023	no	Charlestown, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O• I••••••••• M••••••••• C•	W••• W••••• G••••• L••	Jul 27, 2023	Feb 9, 2024	197	Firm change	Ibd to state RIA
H•••••• T••••••• • K•••• L••	O• I••••••••• M••••••••• C•	Jan 24, 2020	Jan 14, 2020

Relationships

Registered with (3)

→ W••• W••••• G••••• L••Registered adviserregistration: current employment
Feb 9, 2024 to presentfactForm ADV
→ O• I••••••••• M••••••••• C•Registered adviserregistration: previous registration
Jan 14, 2020 to Jul 27, 2023factForm ADV
→ H•••••• T••••••• • K•••• L••Registered adviserregistration: previous registration
Feb 23, 2015 to Jan 24, 2020factForm ADV

Dated events

Occurred
Jul 27, 2023
Advisor changed firm
C••••••••• J••••• W••• left O• I••••••••• M••••••••• C• for W••• W••••• G••••• L•• (registered 2024-02-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9bf25d04-f3fc-164c-92a6-4f6ddbc1c2e3
First observed: Feb 23, 2015
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.